Lumentum
Coverage of Lumentum in the Nexus archive.
- As Lumentum gears up for earnings, here’s a sign the optical trade is clawing back
As Lumentum gears up for earnings, signs suggest the optical trade is recovering. A photonics-themed ETF saw better demand on its first trading day than a popular memory ETF did at an equivalent stage in its life cycle.
- Lumentum’s stock just got a lot more interesting — and Barclays has turned bullish
A Barclays analyst has turned bullish on Lumentum's stock following its underperformance relative to the broader chip sector. The analyst now recommends the stock after a period of substantial underperformance.
- Nvidia-backed optics vendor to boost wafer output by 4x to meet AI interconnect demand
Nvidia-backed photonics vendor Coherent plans to quadruple indium phosphide (InP) wafer production at its Sherman, Texas, facility to meet rising AI interconnect demand. The expansion, funded by $650 million including Nvidia's $2 billion investment and government grants, aims to double the factory's size and create 1,000 jobs. Nvidia has also invested in Lumentum and Marvell to bolster optical component supply chains for AI systems.
- Missed the rally in optical stocks? Coherent and Lumentum just got more attractive, according to J.P. Morgan.
J.P. Morgan analysts suggest Coherent and Lumentum have become more attractive investment options. An analyst at the firm argues concerns about the adoption of co-packaged optics are overblown.
- Wall Street dumped nearly $1 trillion in tech stocks by midday—then clawed it back and bought peanut butter and paint
The Nasdaq Composite dropped over 4% by midday before recovering to close down 1%, driven by a sell-off in tech stocks like Marvell, MSTR, and the 'Parabolic 7' chipmakers. Investors rotated into consumer staples such as Smucker, Home Depot, and Sherwin-Williams, signaling a shift away from AI-linked tech trades amid anticipation of SpaceX's IPO and upcoming inflation data.
- Why Lumentum, Coherent and other optical stocks are rocketing toward big gains
Lumentum, Coherent, and other optical component providers are experiencing significant stock gains. Nvidia CEO Jensen Huang's positive remarks about Marvell have generated broad enthusiasm for the optical components sector.
- Here’s the next AI ‘battleground’ — and how investors can get in on the action
Lumentum's stock has been performing well due to growing AI data center connectivity needs. Investors can capitalize on this trend through lesser-known opportunities. Bernstein provides insights into these investment options.
- Lumentum’s fiery stock rally earns it a spot in this hot index
Lumentum's stock performance ranks sixth in the S&P 500 this year and it is set to join the Nasdaq-100 index. The company's stock has experienced a significant rally. Lumentum is an optical company.
- US Premarket Movers: CoreWeave, Docusign, Lumentum, Organon
The S&P 500 Index futures show minimal movement as of 7:50 a.m. in New York, with a seven-day winning streak potentially facing考验 due to upcoming CPI data. Key premarket movers include CoreWeave, Docusign, Lumentum, and Organon.
- Lumentum CEO Says Products Sold Out Through 2027
Lumentum's CEO announced that their products are fully sold out through 2027, indicating strong demand and business success.